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Oppenheimer & Co. Inc. CRD 249
$36.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-15 |
Branch Locations
666 3Rd Avenue, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Jersey City | NJ | 10/2012 | 06/2026 |
| Jpmorgan Chase Bank, N.A | Jersey City | NJ | 10/2012 | 06/2026 |
| Oppenheimer & Co. Inc. | New York | NY | 07/2026 | Present |
Entity Name: Youtube Investment related: No Address: Sunnyside, NY 11104 Nature of the other business: Social Media Platform Position/ Title/ Relationship: Owner/ Partner Start Date: Dec 29, 2022 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My son who is 10 yrs. old uploads videos about soccer and life events. (OPCO PENDING REVIEW)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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